How to Send Daily Sales Digests from Zoho CRM to Slack with Zapier

Zapier Dashboard > Create Zap > Trigger > Schedule by Zapier

Create a new Zap and set the Schedule trigger

Log into Zapier and click the orange 'Create Zap' button in the top-left sidebar. In the trigger search box, type 'Schedule' and select the native 'Schedule by Zapier' app. Choose 'Every Day' as the trigger event. This is a built-in Zapier app — no authentication required. You'll configure the exact time in the next screen.

1. 1Click 'Create Zap' in the left sidebar
2. 2Click the trigger box and type 'Schedule' in the search field
3. 3Select 'Schedule by Zapier' from the results
4. 4Choose 'Every Day' as the trigger event
5. 5Click 'Continue'

Trigger > Schedule by Zapier > Configure > Time of Day

Configure the daily schedule time

In the trigger configuration panel, open the 'Time of Day' dropdown and select your desired UTC time. There is no timezone selector here — Zapier always schedules in UTC, so do the math before saving. You can also check 'Day of Week' to restrict to weekdays only by switching to 'Every Week' trigger event instead and selecting Mon–Fri. Click 'Continue' once the time is set.

1. 1Open the 'Time of Day' dropdown
2. 2Select the UTC equivalent of your team's morning standup time
3. 3Optionally toggle to 'Every Week' trigger if you want weekdays only
4. 4If using 'Every Week', check Mon, Tue, Wed, Thu, Fri checkboxes
5. 5Click 'Continue'

Zap Editor > Action > Search for 'Zoho CRM' > Find Records

Add a Zoho CRM search action to pull open deals

Click the '+' button to add the first action step. Search for 'Zoho CRM' and select it. Choose 'Find Records' as the action event — this lets you search for multiple deals based on criteria rather than just looking up a single record. You'll be asked to connect your Zoho CRM account on the next screen. This is where Zapier fetches the pipeline data that will populate your digest.

1. 1Click the '+' icon below the trigger step
2. 2Type 'Zoho CRM' in the app search box
3. 3Select 'Zoho CRM' from the results
4. 4Choose 'Find Records' as the action event
5. 5Click 'Continue'

Zap Editor > Zoho CRM Action > Connect Account > OAuth popup

Authenticate your Zoho CRM account

Click 'Sign in to Zoho CRM'. A popup window opens asking you to authorize Zapier. Log in with your Zoho credentials and click 'Accept' on the permissions screen. Zapier needs read access to CRM modules (Deals, Contacts, Accounts). Once authorized, the popup closes and your account appears in the dropdown. Select it and click 'Continue'.

1. 1Click 'Sign in to Zoho CRM'
2. 2Log into your Zoho account in the popup
3. 3Click 'Accept' on the Zoho permissions screen
4. 4Select your newly connected account from the dropdown
5. 5Click 'Continue'

Zoho CRM Action > Configure > Module: Deals > Search Fields

Configure the Zoho CRM search to target open deals

In the 'Configure' tab, set 'Module' to 'Deals'. In the 'Search Field' dropdown, choose 'Stage' and set the value to exclude Closed Won and Closed Lost — or filter to specific active stages like 'Proposal/Price Quote' and 'Value Proposition'. You can also add a 'Closing Date' filter set to the current or next 7 days to focus on pipeline urgency. This shapes what data ends up in your Slack digest.

1. 1Set 'Module' to 'Deals'
2. 2Click 'Add Search Field' and choose 'Stage'
3. 3Set Stage to any active stage value (e.g. 'Qualification', 'Needs Analysis', 'Value Proposition')
4. 4Optionally add a second search field for 'Closing Date' and set it to within the next 30 days
5. 5Click 'Continue'

Zap Editor > Add Action > Code by Zapier > Run Javascript

Add a Code by Zapier step to aggregate deal data

Click '+' to add another action. Search for 'Code by Zapier' and choose 'Run Javascript'. This step aggregates the list of deal records into summary statistics — total count, total pipeline value, and deals closing this week. Without this step, you'd only be able to post individual deal records, not a rolled-up digest. Paste the aggregation script (see Pro Tip) into the code editor. Map the deals array output from the previous Zoho CRM step into the input data.

1. 1Click '+' below the Zoho CRM step
2. 2Search for 'Code by Zapier'
3. 3Select 'Run Javascript'
4. 4In 'Input Data', create a key called 'deals' and map it to the output array from the Zoho CRM step
5. 5Paste the aggregation script into the code editor

Paste this into the Code by Zapier 'Run Javascript' step (Step 6). It parses the deal array from Zoho CRM, calculates total deals, total pipeline value, weighted pipeline value, and deals closing within 7 days, then formats currency. Map the output variables directly into your Formatter compose template in Step 7.

// Input: inputData.deals — JSON string of deal records from Zoho CRM
// All monetary values come in as strings from Zoho; parse them
const dealList = JSON.parse(inputData.deals || '[]');

// Input: inputData.deals — JSON string of deal records from Zoho CRM
// All monetary values come in as strings from Zoho; parse them

const dealList = JSON.parse(inputData.deals || '[]');

const today = new Date();
const sevenDaysOut = new Date(today);
sevenDaysOut.setDate(today.getDate() + 7);

let totalDeals = dealList.length;
let totalValue = 0;
let weightedValue = 0;
let closingThisWeek = 0;
let closingThisWeekValue = 0;

dealList.forEach(deal => {
  const amount = parseFloat(deal.Amount) || 0;
  const probability = parseFloat(deal.Probability) || 0;
  const closeDate = new Date(deal.Closing_Date);

  totalValue += amount;
  weightedValue += (amount * probability / 100);

  if (closeDate >= today && closeDate <= sevenDaysOut) {
    closingThisWeek++;
    closingThisWeekValue += amount;
  }
});

const fmt = (n) => '$' + Math.round(n).toLocaleString('en-US');

output = [{
  total_deals: totalDeals,
  total_value: fmt(totalValue),
  weighted_value: fmt(weightedValue),
  closing_this_week_count: closingThisWeek,
  closing_this_week_value: fmt(closingThisWeekValue)
}];

Zap Editor > Add Action > Formatter by Zapier > Text > Compose

Add a Formatter step to build the Slack message text

Click '+' to add another action. Choose 'Formatter by Zapier' and select 'Text' as the event, then 'Compose' as the transform. In the template field, build your digest message using the output variables from the Code step. Reference fields like total_deals, total_value, and closing_this_week using Zapier's variable picker. Use Slack's mrkdwn formatting: *bold* for headers, newline characters for line breaks. This produces a clean, readable digest without extra line-by-line Slack messages.

1. 1Click '+' and select 'Formatter by Zapier'
2. 2Choose 'Text' as the event type
3. 3Select 'Compose' as the transform
4. 4In the 'Template' field, type your digest structure and insert variables from the Code step using the variable picker
5. 5Click 'Continue' and test to see the composed message

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Add Action > Slack > Send Channel Message > Connect Account

Connect your Slack account

Click '+' to add the final action. Search for 'Slack' and choose 'Send Channel Message' as the event. Click 'Sign in to Slack' — this opens an OAuth popup where you authorize Zapier to post messages on behalf of your Slack workspace. Select the workspace from the dropdown if you're in multiple. Once authorized, your workspace name appears in the account selector. Click 'Continue'.

1. 1Click '+' below the Formatter step
2. 2Type 'Slack' in the app search box and select it
3. 3Choose 'Send Channel Message' as the action event
4. 4Click 'Sign in to Slack'
5. 5Authorize Zapier in the Slack OAuth popup and select your workspace

Slack Action > Configure > Channel + Message Text + Bot Settings

Configure the Slack message action

In the 'Configure' tab, select the target Slack channel from the 'Channel' dropdown — type to search if you have many channels. In the 'Message Text' field, map the composed output from your Formatter step. Set 'Send as a bot?' to Yes. Optionally set a 'Bot Name' like 'Sales Digest Bot' and paste in a chart emoji URL for the bot icon. Leave 'Link Names' set to Yes so any @mentions in your digest resolve correctly.

1. 1Select your target channel from the 'Channel' dropdown (e.g. #sales-team)
2. 2Click the 'Message Text' field and select the composed output from the Formatter step
3. 3Set 'Send as a bot?' to 'Yes'
4. 4Type a bot name like 'Sales Digest Bot' in the 'Bot Name' field
5. 5Click 'Continue'

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Test Zap button (top right)

Test the full Zap end-to-end

Click 'Test Zap' to run all steps in sequence using real data. Watch each step's status — green means it passed, orange means it ran with warnings, red means it failed. Confirm the Slack message landed in your channel with correct numbers. Check that the pipeline value formatting looks right (no raw cents like 412000 instead of $412,000 — handle this in your Code step). Fix any field mapping issues before turning on.

1. 1Click 'Test Zap' in the top-right of the editor
2. 2Watch each step's status indicator turn green
3. 3Open your Slack channel and confirm the digest message appeared
4. 4Verify the numbers match what you'd expect from your Zoho CRM pipeline
5. 5Click 'Publish Zap' once all steps pass

Zapier Dashboard > Zap Name > Task History

Publish and monitor the Zap for the first week

Click 'Publish Zap' to make it live. The Zap will now fire automatically at your configured UTC time each day. For the first 5 business days, check your Zap's Task History in the Zapier dashboard each morning to confirm it ran successfully. Look at the 'Tasks Used' count — each run consumes tasks equal to the number of steps that executed. Set up email notifications in Zapier Settings so you're alerted if a run fails.

1. 1Click 'Publish Zap' in the top-right of the editor
2. 2Navigate to the Zapier dashboard and find your Zap in the list
3. 3Click into the Zap and open the 'Task History' tab
4. 4Confirm the first scheduled run appears the next morning
5. 5Go to Account Settings > Notifications and enable failure alerts by email